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Enzon Pharmaceuticals Inc. Message Board

chimakot 1283 posts  |  Last Activity: Sep 19, 2014 11:48 AM Member since: Apr 14, 2004
  • Canaccord Genuity maintains a Buy rating and $75 target on 3D Systems (NYSE: DDD) following a recent meeting with management.

    Analyst Bobby Burleson commented, “During our meeting with DDD last week at IMTS, CFO Damon Gregoire remained constructive regarding an H2 recovery for organic revenue growth and gross margins. We expect organic revenue growth to rebound meaningfully versus JunQ’s 8% Y/Y, driven by sales of new printers and materials, as well as the inclusion of Phenix revenues in the organic revenue calculation (deal was July 2013). While much of the attention for new products has been focused on consumer printers, DDD launched roughly a dozen professional/production grade printers and materials at EuroMold last December, and we expect these to begin to contribute meaningfully to product revenue in H2/14.”

    “For Phenix, the contribution to organic growth could also be considerable given over $10M is likely coming from sales of these metal machines in Q3 of this year (we are modelling $41M for 2014) compared to low single digits in Q3 of last year. We believe a rebound for gross margins is looming as well, driven by the absence of inventory write-downs (impacted overall GM by 130 basis points in Q2), better materials mix (more highermargin resin, less powder in mix) pushing materials margins toward the mid-70s, and steady improvements for QuickParts. We also see higher factory utilization and an abatement of new product cost headwinds.”

    Sentiment: Strong Buy

  • Reply to

    Guess the next Pipe deal?

    by bullbearyikes Sep 17, 2014 11:03 AM
    chimakot chimakot Sep 17, 2014 4:12 PM Flag

    I predict $1.25 with warrants.....could be real ugly for current shareholders, but the company needs money to survive.

  • chimakot chimakot Sep 15, 2014 5:37 PM Flag

    Yep. The last couple press releases don't add up to a hill of beans....just hype and hyperbole.

  • chimakot chimakot Sep 11, 2014 9:44 AM Flag

    IMO, HPQ is the one that makes the most sense. HPQ delayed their 3D initiative to the fall...well that's about now. I also find it interesting that the CFO is still in place almost a year after the company said he was stepping down for family/health reasons. If it happens, it happens..... I'd take $80-$90 and walk away. The shorts will get scalded.

    Sentiment: Strong Buy

  • chimakot chimakot Sep 10, 2014 1:12 PM Flag

    Agreed, J.

    Sentiment: Strong Buy

  • 3D Systems (NYSE: DDD) was active Wednesday morning, gaining about 3%. According to chatter, volume is tied to rumors 3D Systems is being targeted for takeover. The source of the rumor is unknown.

    I would take $80 a share just see the shorts take it in the shorts. Just to make it even about competing bids? LOL

    Let's Ride!

    Sentiment: Strong Buy

  • 3D Systems (NYSE: DDD) announced today that it has acquired Belgium-based LayerWise, a leading provider of advanced direct metal 3D printing and manufacturing services. LayerWise delivers quick-turn, 3D-printed metal parts, manufactured on its own proprietary line of direct metal 3D printers, for aerospace, high-precision equipment and medical and dental customers. The transaction is expected to be immediately accretive to 3DS' cash generation. The terms of the transaction were not disclosed.
    "We are delighted to integrate our proprietary direct metal technology and processes into 3D Systems' leading portfolio of products and services," said Jonas Van Vaerenbergh, one of LayerWise's founders. "With its culture of continuous innovation dating back to its founder Chuck Hull, the inventor of the first 3D printing technology, and its commitment to advancing direct metal 3D technology and medical device services, 3DS is the perfect fit for our company and strengthens our combined growth potential."
    Since 2008, LayerWise has designed and built its own direct metal 3D printers. Its proprietary powder-to-solid metal printers can produce functional metal parts at convincing production scale. LayerWise's direct metal printers deliver relative part density of up to 99.98% and match conventional metals mechanical properties, at substantial unit weight reduction. These capabilities have led to rapid adoption of LayerWise manufacturing services by medical device, transportation and precision equipment customers for whom weight-reduction, strength and accuracy are paramount.
    "The addition of LayerWise, with its award-winning direct metal printing technology, automated manufacturing processes at convincing scale and leading medical devices services, extends our first mover advantage in these high-growth areas substantially, to the immediate benefit of our aerospace, automotive and medical device customers," said Avi Reichental, President and CEO, 3DS.LayerWise will operate under th

    Sentiment: Strong Buy

  • Reply to

    Stifel Nicolaus Starts 3D Systems (DDD) at Buy

    by chimakot Aug 29, 2014 8:36 AM
    chimakot chimakot Aug 29, 2014 9:33 AM Flag

    Updated - August 29, 2014 9:14 AM EDT)
    Stifel Nicolaus initiated coverage on 3D Systems (NYSE: DDD) with a Buy rating and a price target of $65. Analyst Patrick M. Newton thinks the stock is poised for a rebound in the second half of the year.

    "We are initiating coverage of 3D Systems (DDD) with a Buy rating and target price of $65, based on our view that: (1) the company has meaningful company-specific growth opportunities; (2) Additive Manufacturing (AM) is a secular growth market; (3) margin is poised to expand; (4) the company has assembled the most robust Additive Manufacturing printing portfolio, while cultivating the ecosystem through software, services, and scanning investments; and (5) an intermediate period of accelerating organic growth (targeting greater than 30% y/y in 2014) is expected," said Newton.

    He went on to discuss prospects for margin expansion.

    "Our analysis indicates revenue is likely to accelerate exiting 2014, as several product announcements from late-2013/early-2014 are back-end loaded and have created pent-up demand. Additionally, given aggressive investments in R&D to further augment the company’s leadership position, our research indicates it will emerge from the 2014 investment phase with 2015 representing a harvest phase, which we believe is likely to result in higher profitability metrics that are not fully reflected in consensus expectations," he added.

    Sentiment: Strong Buy

  • Stifel Nicolaus initiated coverage on 3D Systems (NYSE: DDD) with a Buy rating and a price target of $65.00.

    Let's Ride!

    Sentiment: Strong Buy

  • chimakot chimakot Aug 27, 2014 2:08 PM Flag

    Spot on, J. A massive short squeeze is brewing followed by strong revenue and earnings growth to sustain the upward move.

    Let's Ride!

    Sentiment: Strong Buy

  • Raised Stakes
    3D Systems Corp. (NYSE: DDD) raised from 1,286,800 shares to 2,200,000 shares. Per 13F released today.

  • Reply to

    Q2 loss-$5.642M Cash&equivalents-$8.268M

    by chimakot Aug 12, 2014 12:08 PM
    chimakot chimakot Aug 13, 2014 9:16 AM Flag

    That's certainly a possibility, but could DSIT fetch enough to make it worthwhile? If sold, what would they have left? IMO, not much. Management needs to take pay cuts and go into crisis mode, and IMO, they haven't done that.....troubling.

  • Reply to

    Q2 loss-$5.642M Cash&equivalents-$8.268M

    by chimakot Aug 12, 2014 12:08 PM
    chimakot chimakot Aug 12, 2014 3:51 PM Flag

    My guess is the secondary will be priced from $1.25 to $1.50. I foresee the stock trading lower over the next couple weeks. If Moore wants to raise cash he needs to do it sooner than later, or he risks a liquidity crisis. Just my opinion.

  • Reply to

    Q2 loss-$5.642M Cash&equivalents-$8.268M

    by chimakot Aug 12, 2014 12:08 PM
    chimakot chimakot Aug 12, 2014 12:30 PM Flag

    I agree with you.

  • Will they take on more debt or issue more stock to fund operations? This cash burn is out of control. All my opinion,

    ....iI'd like to hear yours.

  • Reply to

    The conference call is more of the same.......

    by chimakot Aug 12, 2014 11:31 AM
    chimakot chimakot Aug 12, 2014 11:39 AM Flag

    Just over and worse than I even expected. Cash burn is a real issue going forward.

  • Hype and hope.....not good.

  • Acorn Energy misses by $0.09, misses on revenue • 4:15 PM

    Acorn Energy (NASDAQ:ACFN): Q2 EPS of -$0.25 misses by $0.09.
    Revenue of $4.7M (-10.1% Y/Y) misses by $1.16M.

    How long will you guys hype this company and Moore? Wait for the CC, I'm sure you'll get your fill of hype and hyperbole. LOL

    It's over, folks.

  • He clearly feels confident about the second half of the year. He clearly explained why expectations were not met in the first half. All in all, a great job so far. Listen to the replay when you get the chance, because you'll see that a SSYS type move is coming DDD's way, sooner than later.

  • Reply to

    The silence is deafening

    by randy_raven99 Aug 5, 2014 6:02 PM
    chimakot chimakot Aug 5, 2014 9:20 PM Flag

    It's getting ready to percolate. ;-)

    Sentiment: Strong Buy

1.08-0.18(-14.29%)Sep 19 4:00 PMEDT

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